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| Keyboard |
| Primetrust Advisors LLC
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|---|---|
| CRD # | 141625 |
| SEC # | 801-68762 |
| CIK # | |
| AUM | 421.6 M (2026-03-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 864-552-4020 |
| Address | 850 S Pleasantburg Dr Greenville, SC 29607 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 6.3 |
| (b) Individuals (high net worth individuals) | 3 | 8.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 406.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 421.6 |
| By Discretionary | ||
| Discretionary | 43 | 15.3 |
| Non-Discretionary | 13 | 406.3 |
| Total | 56 | 421.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.6 | |
| Total | 56 | 421.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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PA | 423.0 M |
|
Congress Park Capital LLC
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|
Adirondack Capital Advisors LLC
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Giverny Capital Advisors LLC
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Graham Bordelon Golson & Gilbert Inc
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Rubicon Advisors GP
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|
Acima Private Wealth LLC
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|
Genesee Capital Advisors LLC
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|
Exeter Financial LLC
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